LeedsSource LLC

This is the first blog post in the series, 'Product Spotlight'. If you're looking for an alternative to Inbox/Einstein Activity Capture or generally looking to save time with smooth activity syncing, tracking, scheduling, and automation, you got to take a look at this post.

We have been testing out different options for email and calendar integration, contacts and events syncing with Salesforce, activity tracking, and view and edit Salesforce records without switching between our inbox and Salesforce all day. Though we have Salesforce tools like ‘Inbox’ and ‘Einstein Activity Capture’, we needed a more robust solution to handle all of our needs.

After extensive research and trials, we landed on Groove (a Sales Engagement Platform) and we are so happy we chose them. The product is coherent, smooth, and easy to use. The customer service and ease of collaborating with the Groove team have been impeccable. The best part is that Groove has native Salesforce integration which makes the data flow and integration effortless. Groove is a great tool in the market at the moment and we highly recommend it.

Groove: Salesforce activity syncing, tracking, scheduling, and more What always seemed like an unceasing discussion on email and calendar integration, contacts and events syncing with Salesforce, and activity tracking, finally has a lasting resolution. We have been testing out different options and have detailed some pros and cons below, as well as the product that....

Trello, Jira, Asana are all big names when it comes to Project Management. The ease and robustness of using these products have made them so popular over the years.

We as Salesforce users have always had to rely on these 3rd party tools for Project Management. Though these tools are great and easy to integrate, having a comprehensive and customizable in-house PM tool would be a game-changer. The PM apps on app exchange provide basic, lightweight management which isn't enough for most of the teams. Salesforce, for quite some time, has been working on a native PM tool, and finally, a sneak peek into this new PM tool has surfaced and it looks promising.

Here are some benefits of using a Salesforce native PM tool: A 360 view of a customer, Flexibility, Security, Automation, Real-Time Reporting, Embedded Analytics, Resource Allocation, etc.

Salesforce Project Management Tool Demo | Salesforce New video: https://www.youtube.com/watch?v=Dpw7pT7wfbMThe Salesforce Project Management Tool, provides a global view of your project portfolio to better mana...